Evolutionary Tree Capital Management is an independent, employee-owned boutique investment management firm located in Alexandria, VA. Founded in 2017, the firm specializes in innovation-focused, concentrated-growth investing using a long-term approach we call Evolutionary Investing. Our investment philosophy is built on the belief that wealth creation is driven by profound innovation that powers the evolution of technology, business models, industries and the economy as a whole. As the pace of innovation continues to accelerate, we believe the evolutionary framework we have developed will become increasingly important to understanding how innovation drives growth for portfolio companies and, in turn, wealth creation for clients. The firm is guided by our dual-mission to: 1. Connect clients to leading innovative businesses with the potential to drive wealth creation over the long term 2. Provide long-term perspective, thought leadership, and beyond-the-call-of-duty service Evolutionary Tree has brought together a team of key professionals with experience from a tier-one investment firm across portfolio management, research, and operations functions. The founder, Thomas Ricketts, CFA, who serves as the CIO and Portfolio Manager, has over two decades of concentrated-growth investment experience. During his 22-year tenure at Sands Capital, he helped build a successful tier-one concentrated-growth investment firm, serving as Sr. Co-Portfolio Manager of the firm's $20 billion flagship growth fund for 8 years. He is joined by a Research Analyst, who worked with him on the investment team at Sands Capital and an Associate Research Analyst. We believe the ideal investment team is one that is small, cohesive, and focused on one investment philosophy – in essence, the boutique model. Investment Management Fee Information (ADV Part 2A): evolutionarytree.com/content/materials Important Disclosures: evolutionarytree.com/content/terms-use-and-disclosures